"Believe you can & you're halfway there." - Theodore Roosevelt
"The only way to do great work is to love what you do." - Steve Jobs
"We make a living by what we get. We make a life by what we give." - Winston Churchill
"The future depends on what we do in the present." - Ghandi
At Kalejta Financial Management, our team is committed to ensuring that our clients receive the guidance they deserve and the tools they need to stay financially on track. Our firm engages our clients frequently with personalized communication and intimate events and workshops. We believe that the families who chose our firm should always receive financial advice that uniquely answers to their personal needs. It is through our boutique-style, technology-driven, team approach that we commit to this promise. Our team forms relationships with pre-retired and retired families who think of our firm as a partnership. As a result, our clients feel actively involved in the process of building their wealth and protecting their dreams.
At Kalejta Financial Management, nothing is more important to us than exceeding our clients' expectations. We are deeply aware of the trust our clients place in our firm. For that reason, we diligently strive to maintain a level of excellence that honors your trust. As we celebrate our 20th year this year, we want you to know that meeting and exceeding our clients needs is equally as important to us now as it was in 1996! Watch this short video for a message from our President, Thomas A. Kalejta.
One economic study found that approximately 46 percent of Americans die with less than $10,000 in assets, many of them lacking even home equity and relying largely on Social Security benefits to meet their expenses. Most shockingly, many of the households surveyed in the study entered retirement in good financial health; factors such as unexpected health expenses, market losses, and increased lifestyle expenses combined to erode their financial security. For more about "America's Retirement Crisis" please click the read more button below.
Our financial advisors help clients outline goals that address short term and long term dreams. We offer varying investment strategies that uniquely address the investment objectives and risk level of each client. What is your dream? Our firm provides recommendations that are designed around you. We partner with our clients to reveal the framework of their financial lives - and then together, we build a comprehensive financial picture.
Our team also works with clients to help protect assets against financial loss due to death, disability or long term healthcare needs. All that you’ve acquired throughout your life could be taken away so quickly if proper family protection strategies are not in place. We show our clients that building wealth and protecting dreams also includes planning for the unexpected.